Apps, Integrations, and Add Ons

Ask questions about apps such as Dynamic View, DataMesh, Pivot App, Calendar App, WorkApps, or Resource Management. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.
 

Discussion List

  • Email address blank in DocuSign
    In Apps, Integrations, and Add Ons
    We have 32 sheets within Smartsheet that we need to map to DocuSign with the same DocuSign template to get a signature for our subs. All 32 sheets were created from the same template. We have added a new column to all the sheets after th…
    Answered - Pending Review
    10 1
    Answered - Pending Review 10 views 1 comment Most recent by Genevieve P.
  • Smartsheet and Outlook Add-in
    In Apps, Integrations, and Add Ons
    Good morning, Is there a way to attach a sheet so it stays in the reading pane in Outlook. I have a task list that I use every day and it would be super helpful if I could just have it always be up on the Outlook screen on the right next t…
    Answered - Pending Review
    17 1
    Answered - Pending Review 17 views 1 comment Most recent by Andrée Starå
  • Regarding Data Shuttle offloading
    In Apps, Integrations, and Add Ons
    Good morning/afternoon All, I am attempting to creating an auto offload of a sheet using Data Shuttle, but keep running into this error each time I attempt to run the automation: "Workflow Execute: A required header was missing or in…
    Accepted
    39 4
    Accepted Answer 39 views 4 comments Most recent by Yogesh Patel, MBA
  • Data Shuttle
    In Apps, Integrations, and Add Ons
    Can anyone help me in this? My requirement is datashuttle should run a scheduled time (say 7 PM CST). At 6 PM CST, I have a python script that runs an SQL query and populates an Excel and saves in the OneDrive. I have a data shuttle that p…
    Answered - Pending Review
    12 1
    Answered - Pending Review 12 views 1 comment Most recent by Paul Newcome
  • Pivot app query
    In Apps, Integrations, and Add Ons
    Hi - I created a Pivot and then did a lot of customization on the Pivot so I don't want to lose it. I updated it several times by tweaking the content in the source data and it still imported/refreshed ok. Then tonight I renamed 2 column h…
    Answered - Pending Review
    29 3
    Answered - Pending Review 29 views 3 comments Most recent by Genevieve P.
  • Premium Apps turned ON by default - can you default to OFF?
    In Apps, Integrations, and Add Ons
    By default, when a new account is created, the toggles for our premium apps (dynamic view and data mesh) are in the ON position. We also have User Auto-provisioning set up for our Domain, so if someone creates a free account, they appear t…
    Answered - Pending Review
    9 1
    Answered - Pending Review 9 views 1 comment Most recent by Genevieve P.
  • Bridge integration with SuccessFactors and SAP ERP - Implementation examples
    In Apps, Integrations, and Add Ons
    I would like to ask the community if anyone has used Bridge to integrate Smartsheet with SAP ERP and/ or SuccessFactors Employee Central and would you be willing to share your experience of how this worked with your organisation.
    10 1
    10 views 1 comment Most recent by Genevieve P.
  • Jira Connector: Where did the lightning bolt shortcut go?
    In Apps, Integrations, and Add Ons
    There used to be a jira connector shortcut that looked like a lightning bolt on the vertical menu that seems to have disappeared for everyone at my company. Does anyone know how to get this back?
    Accepted
    10 1
    Accepted Answer 10 views 1 comment Most recent by Genevieve P.
  • Polls
    In Apps, Integrations, and Add Ons
    Is there a way to set up a simple poll within Smartsheet? One question, 3 answer options, anonymous. Ideally I would want it to be a pop-up which could be added onto existing sheets.
    Answered - Pending Review
    10 1
    Answered - Pending Review 10 views 1 comment Most recent by Genevieve P.
  • Data Shuttle Offload Error
    In Apps, Integrations, and Add Ons
    Hello! Hope everyone is safe and sound. Since yesterday, I´ve been having troubles with my offload workflows, all of the 23 offloads (except 1) have been failing to run and reports this error: "Workflow Execute: A required header was …
    Fer Profile Photo Fer
    Accepted
    47 7
    Accepted Answer 47 views 7 comments Most recent by Fer